Modernize and automate customer lifecycle management.
Onboarding institutional clients is complex, risky and unacceptably slow. It often takes many months to onboard an institution as a client and the stakes are high — the longer the onboarding window, the greater the risk of delay or loss of revenue.
What is needed is a flexible solution that takes the risk out of onboarding, accelerates time to revenue, and empowers business users with complete control of the onboarding journey.
End-to-end process orchestration
Leverage business-friendly controls with templates, built-in intelligence for document management, and integrations.
Actionable process metrics
Identify delays and make process improvements to accelerate time-to-funding.
Configurable onboarding templates
Change pre-built industry templates and tailor them to support specific customer needs.
Comprehensive audit trail
Gain a complete view of onboarding history with key actions and changes by activity.
Initial KYC screening
Incorporate an initial KYC screening questionnaire as part of a new onboarding.
The low-code, rapid deployment, and easy-to-tweak nature of the Appian platform has leant itself well to the requirements of technology-savvy capital markets firms.